No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Harrisdale, WA, 6112
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Kath, my financial advisor provided excellent advice for my current situation.
My original setup is very good, they offer sound financial advice.
I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon.
Very satisfied with Simon’s direction and advice.
I have been satisfied with Infinity Wealth, our SMSF has been picked and is running very well due to their support, Thank You and well done.
Answers all my questions in a language that i understand.
It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
My investment did well, even in difficult world-wide conditions.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
He is so easy to talk with and is very helpful when needed.
Very open communication in words and terminology that I can understand; he doesn’t complicate things.
Trust and understanding of my current situation and the changes that will occur to these.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.